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GGM Financials’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

GGM Financials’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,203
Closed -$55.8K – 238
2025
Q4 		$55.8K Sell
1,203
-104
-8% -$4.85K 0.03% 119
2025
Q3 		$61K Buy
+1,307
New +$60.3K 0.03% 109

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GGM Financials's BBAG Position: Q1 2026 in Review

GGM Financials sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2026, closing a stake of 1,203 shares — an estimated $55.8K sold.

GGM Financials first reported a position in BBAG in Q3 2025 and held it in 2 quarters. The position peaked at $61K in Q3 2025. 112 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • GGM Financials reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GGM Financials sold 1,203 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $55.8K.
  • GGM Financials first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2025 and held it in 2 quarters.
  • GGM Financials's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $61K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on GGM Financials's 13F filing for Q1 2026, filed 12 May 2026.